KCS - How to Generate a Bank Account Activity Report

Objective:

  • Run a Bank Account Activity report
  • Run a report that shows:
    • transactions that have been logged within a specific account. 

Environment:

  • Clio Web App

Additional Information:

For more information on the Bank Account Activity report, click here

Procedure:

  1. Select Reports from the main navigation menu
  2. Select "Bank Account Activity" from the list of available reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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